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Schwab Fundamental US Large Company Index ETF

180 hedge funds and large institutions have $4.56B invested in Schwab Fundamental US Large Company Index ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

27% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 51

14% more funds holding in top 10

Funds holding in top 10: 1416 (+2)

6% more capital invested

Capital invested by funds: $4.29B → $4.56B (+$266M)

4% more funds holding

Funds holding: 173180 (+7)

0.96% less ownership

Funds ownership: 253.04%252.08% (-0.96%)

Holders
180
Holders Change
+7
Holders Change %
+4.05%
% of All Funds
3.95%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.35%
New
24
Increased
65
Reduced
51
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
26
Moller Wealth Partners
$6.05M +$2.23M +170,751 +59%
Jane Street
27
Jane Street
New York
$5.8M +$3.97M +304,554 +224%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$5.3M -$152K -11,637 -3%
RWM
29
Reston Wealth Management
Virginia
$5.13M -$235K -18,015 -4%
FANJ
30
Financial Architects (New Jersey)
New Jersey
$4.99M -$160K -12,252 -3%
HighTower Advisors
31
HighTower Advisors
Illinois
$4.42M +$611K +46,884 +16%
WPIC
32
White Pine Investment Company
Michigan
$4.34M +$1.03M +79,296 +32%
C
33
Clearshares
New York
$3.94M -$313K -24,006 -7%
OWM
34
Opes Wealth Management
California
$3.82M -$95.1K -7,293 -2%
GAM
35
Gemmer Asset Management
California
$3.62M -$35.7K -2,739 -1%
VNA
36
Valley National Advisers
Pennsylvania
$3.31M -$149K -11,424 -4%
LRIA
37
Leonard Rickey Investment Advisors
Washington
$3.29M +$61.8K +4,740 +2%
JWM
38
Janiczek Wealth Management
Colorado
$3.18M -$102K -7,821 -3%
FSWA
39
Financial Synergies Wealth Advisors
Texas
$2.96M +$158K +12,084 +6%
SWM
40
Shakespeare Wealth Management
Wisconsin
$2.7M -$5.08K -390 -0.2%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.66M +$110K +8,442 +4%
FC
42
FCA Corp
Texas
$2.56M +$123K +9,450 +5%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$2.45M +$161K +12,381 +7%
BWA
44
Burt Wealth Advisors
Maryland
$2.32M +$127K +9,726 +6%
CG
45
Colony Group
Massachusetts
$2.16M +$1.32M +101,538 +163%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.06M +$682K +52,296 +50%
VFA
47
Valeo Financial Advisors
Indiana
$2.05M +$16.7K +1,284 +0.8%
Citadel Advisors
48
Citadel Advisors
Florida
$2.01M +$1.99M +152,595 New
CMO
49
Covenant Multifamily Offices
Texas
$1.96M +$123K +9,438 +7%
LNC
50
Lincoln National Corp
Pennsylvania
$1.95M +$1.92M +147,516 New